LJHT

Laurie J. Hall Trustee Portfolio holdings

AUM $306M
1-Year Est. Return 16.82%
This Quarter Est. Return
1 Year Est. Return
+16.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
327
New
Increased
Reduced
Closed

Top Buys

1 +$370K
2 +$318K
3 +$282K
4
MDT icon
Medtronic
MDT
+$262K
5
NYT icon
New York Times
NYT
+$170K

Top Sells

1 +$1.28M
2 +$370K
3 +$286K
4
CNI icon
Canadian National Railway
CNI
+$260K
5
ADI icon
Analog Devices
ADI
+$248K

Sector Composition

1 Healthcare 27.75%
2 Technology 23.39%
3 Industrials 13.37%
4 Consumer Staples 9.92%
5 Communication Services 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$3K ﹤0.01%
435
-255
277
$3K ﹤0.01%
400
278
$3K ﹤0.01%
40
-150
279
$2K ﹤0.01%
430
-245
280
$2K ﹤0.01%
50
281
$2K ﹤0.01%
130
-80
282
$2K ﹤0.01%
55
-35
283
$2K ﹤0.01%
40
-20
284
$2K ﹤0.01%
65
-40
285
$2K ﹤0.01%
50
286
$2K ﹤0.01%
51
-30
287
$2K ﹤0.01%
250
-1,528
288
$2K ﹤0.01%
16
-10
289
$2K ﹤0.01%
115
-75
290
$1K ﹤0.01%
695
-400
291
$1K ﹤0.01%
85
-45
292
$1K ﹤0.01%
31
-17
293
$1K ﹤0.01%
135
-75
294
$1K ﹤0.01%
280
+125
295
$1K ﹤0.01%
130
-75
296
$1K ﹤0.01%
+16
297
$1K ﹤0.01%
190
298
$1K ﹤0.01%
720
-420
299
$1K ﹤0.01%
101
300
$1K ﹤0.01%
70